account_balance
Investment manager · 13F filer · SEC CIK 1769302
Liberty Wealth Management LLC
Reported value$914Mas of Sep 30, 2026
Positions272 43 new, 39 sold out
Top 10 weight38.2%IVV alone is 8%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
7.8%Added +112%
IVWiShares Tr
4.3%Added +3%
AAPLApple Inc.
3.9%Trimmed −3%
DYNFBlackRock ETF Trust
3.9%Added +4%
DFACDimensional ETF Trust
3.4%Trimmed −13%
IVEiShares Tr
3.3%Added +3%
DFCFDimensional ETF Trust
3.2%Added +8%
DUHPDfa Invt Dimensions Group In
3.1%Trimmed −3%
DFAUDimensional ETF Trust
2.8%Trimmed −31%
NVDANVIDIA Corp
2.3%Trimmed −8%
DFGXDimensional ETF Trust
2.3%Added +7%
IUSBiShares Tr
2.3%Added +37%
IVViShares Tr
7.8%Added +112%
IVWiShares Tr
4.3%+3%
AAPLApple Inc.
3.9%−3%
DYNFBlackRock ETF Trust
3.9%+4%
DFACDimensional ETF Trust
3.4%−13%
IVEiShares Tr
3.3%
DFCFDimensional ETF Trust
3.2%
DUHPDfa Invt Dimensions Group In
3.1%
DFAUDimensional ETF Trust
2.8%
DFGX2.3%
IUSB
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Tr 7.8% Added +112%
IVW iShares Tr 4.3% Added +3%
AAPL Apple Inc. 3.9% Trimmed −3%DYNF BlackRock ETF Trust 3.9% Added +4%
DFAC Dimensional ETF Trust 3.4% Trimmed −13%
IVE iShares Tr 3.3% Added +3%
DFCF Dimensional ETF Trust 3.2% Added +8%
DUHP Dfa Invt Dimensions Group In 3.1% Trimmed −3%
DFAU Dimensional ETF Trust 2.8% Trimmed −31%
NVDA NVIDIA Corp 2.3% Trimmed −8%DFGX Dimensional ETF Trust 2.3% Added +7%
IUSB iShares Tr 2.3% Added +37%
What changed
Biggest moves since Jun 30, 2026
add_circleNew
- CORO $7.73M
- DFMC $6.96M
- IALT $3.3M
- GGOV $2.65M
arrow_upwardAdded
- VGT +708%
- VUG +597%
- IDEF +168%
- DGRO +159%
arrow_downwardTrimmed
- DFAT −50%
- QUAL −50%
- EMXC −47%
- IYW −42%
remove_circleSold out
- Pimco Income Instl $5.07M
- Pimco Income I-3 $4.59M
- Pimco Total Return I-3 $2.85M
- Pimco Emerging Markets B $990K
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